It is said that banks tend to speak over people. They say things like “start saving today,” “for a limited time get cash back,” or “the convenience of personal checking.” But phrases like this are noise, as they really don’t speak to the individual. Things are getting better, but the industry is still plagued with this type of talk. If someone spoke to you the way the industry writes the materials they create to capture your attention, you..Continue Reading >>
In my previous piece, I outlined the differences between investment managers and financial planners. I shared that we, at First Foundation Advisors, take the hybrid approach of investing and planning and that we call it “private wealth management.” This approach seems to work well for our clients, especially those who want a personalized investment solution that speaks to both financial returns as well as life goals.Continue Reading >>
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